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Insurance Agent/CSR Resume Example

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INSURANCE AGENT/CSR
Summary

People-oriented Insurance Representative with more than four years' expertise. Focused and dedicated insurance professional with experience providing superior customer service and rates in both property and casualty business lines including property, general liability, marine, automobile, crime, and umbrella. Courteous and cordial with a desire to take on challenges at a new company.

Skills
  • Maintaining records
  • Customer follow-up
  • Insurance sales strategy
  • Policy adjustment knowledge
  • Client account management
  • Client retention
  • Work ethic
  • Communication
  • Microsoft Office
  • Reliable and trustworthy
  • Analytical
  • Troubleshooting
Experience
Company Name | City, StateInsurance Agent/CSR05/2016 - Current
  • Drove client retention by increasing savings opportunities and identifying premium discounts.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Provided quick turnaround time when customers called with questions, usually within one hour.
  • Cultivated professional relations to establish long-term profitable partnerships.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
  • Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
  • Cultivated lasting professional relationships, which created continuous client referral streams within community.
  • Improved office operations continually by maintaining records, tracking data and promoting internal communications.
  • Maintained pleasant and cordial attitude at all times, even when issues arose.
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Received underwriting approvals after accurately completing applications for insurance coverage.
  • Diligently filed and followed up on third party claims.
Company Name | City, StateAccounts Payable Specialist09/2014 - 08/2016
  • Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
  • Reconciled monthly statements and transactions to keep records accurate and current.
  • Maintained current understanding of state and federal accounting procedures to prevent any legal or compliance issues.
  • Worked closely with department personnel to produce accurate and timely bills.
  • Coded invoices and other records to maintain organized and accurate records.
  • Prepared and updated vendor files, including tax and insurance information.
  • Problem-solved accounts payable questions on behalf of internal team members, management and vendors.
  • Assisted with month-end and year-end closings to support accounting system accuracy.
  • Supported senior leadership by producing month-end closing reports and advising on remittance for quick resolution.
  • Tracked income and expenses for business using Great Plains.
  • Reduced financial discrepancies by accurately processing invoices and journal entries.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Assisted managing leaders to identify and eliminate non-value added tasks.
  • Managed bookkeeping and accounting systems and completed data entry with accuracy and efficiency.
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Addressed month-end closing functions for detailed reporting.
  • Verified vendor accounts by reviewing documentation, rectifying issues and contacting account holders.
  • Prepared weekly payroll for team of salaried and hourly employees.
Company Name | City, StateAccounts Receivable Clerk05/2013 - 09/2014
  • Completed outbound collection calls and sent emails to encourage customer payment of overdue invoices.
  • Reconciled accounts receivable and prepared income summary reports and cash reports.
  • Cleared account balances by examining customer payments, payment history and coordinating contact with collections.
  • Processed weekly invoicing, including posting and reconciling payments and addressing all aged receivables.
  • Prepared weekly accounts receivable aging report and presented results at meeting to update files and assess impact on financial operations.
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts payable data and reconciled daily totals to confirm proper accounting.
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
  • Recorded cash, checks and credit card transactions to complete customer payments.
  • Assisted with time-sensitive functions, including recording credit memos, processing invoices and completing month-end reports.
  • Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
  • Posted customer payments by recording cash, checks and credit card transactions.
  • Answered inbound calls to provide information, answer questions or discuss payment options.
  • Prepared appropriate documentation for income summaries, cash reports and accounts receivable reconciliation.
  • Calculated estimated weekly invoicing, prepared and posted payments and followed up on all aged receivables.
  • Reached out to vendors and customers in order to resolve account problems.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Distributed invoices using postal mail, email or digital transmissions.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.
  • Processed monthly payments, researched payment discrepancies and prepared monthly reports.
  • Performed administrative tasks to support strategic initiatives.
  • Used NextGen to enter and post accounts receivable documents.
  • Coordinated with clients and internal departments to resolve account discrepancies.
  • Generated monthly statements for accounts receivable operations.
  • Increased efficiency and reduced expenses by implementing improved accounting procedures.
Company Name | City, StateSecondary Teacher08/2012 - 05/2013
  • Presented all class material and policies accurately and clearly for six classes each semester.
  • Assessed student progress weekly, monthly and quarterly.
  • Incorporated appealing texts to enhance literacy skills and foster fun and engaging learning environment.
  • Met with parents and guardians to discuss students' progress at least once per semester.
  • Participated in regular training courses to keep up-to-date with new teaching methods and developments in the field.
  • Took all necessary and reasonable precautions to protect students, equipment, materials and facilities.
  • Coached students and reviewed test material in preparation for Oklahoma state-wide standardized tests.
  • Established and enforced rules for behavior among students.
  • Helped students develop and improve study methods and habits.
  • Encouraged discussion of class material to promote critical thinking.
  • Set and enforced clear deadlines for student work.
  • Planned and conducted hands-on activities to provide students with opportunities to observe, question and investigate.
  • Kept accurate records of student performance, maintaining confidentiality of student records and information at all times.
  • Established positive relationships with students, parents, colleagues and administrators.
  • Enforced both classroom and administration policies and rules at all times.
  • Used variety of teaching methods such as lectures, discussions and demonstrations.
Education and Training
Heartland Baptist Bible College | CityBachelor of Arts in Secondary Education
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Resume Overview

School Attended

  • Heartland Baptist Bible College

Job Titles Held:

  • Insurance Agent/CSR
  • Accounts Payable Specialist
  • Accounts Receivable Clerk
  • Secondary Teacher

Degrees

  • Bachelor of Arts in Secondary Education

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